CA-WA Mortgage Retail Sales Consultant
Wells Fargo · Thousand Oaks, California, United States · 4 wk ago
SalesFull-time
About the role
Wells Fargo is seeking an CA-WA Mortgage Retail Sales Consultant (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com.
Responsibilities
- Solicit residential mortgages from various sources and produce high quality loans which are compliant and provide excellent customer service
- Negotiate terms and take applications for dwelling secured transactions
- Analyze best mortgage loans based on client's need to ensure compliance and maximum customer satisfaction
- Present recommendations for producing loans and exercise some independent judgment while developing understanding of functional area, policies, procedures, compliance requirements, and generating loans
- Provide information regarding the loans to consultants and functional colleagues
- Interact with customers to understand their needs and provide them with a high-quality loan service
Requirements
- 2+ years of Mortgage Retail Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education
Desired Qualifications
- Basic Microsoft Office skills
- Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources
- Excellent verbal, written, and interpersonal communication skills
- Mortgage industry experience
- Knowledge and understanding of sales prospecting and generating referrals
- Experience developing and cultivating professional relationships
- Customer service experience
Job Expectations
- This position requires SAFE registration at the time of employment.
- The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.
- Employees in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies.
- The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation.
- Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary.
- Ability to lift 20+ pounds
- Reliable transportation
- Ability to work nights, weekends, and/or holidays as needed or scheduled
Pay Range
$0.00 - $0.00
Benefits
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Posting End Date
10 Jul 2026
Job posting may come down early due to volume of applicants.
Wells Fargo Values
We Value Equal Opportunity
Wells Fargo Recruitment and Hiring Requirements
Third-Party recordings are prohibited unless authorized by Wells Fargo.
Wells Fargo Recruitment and Hiring Requirements
Reference Number R-542348-1